Sales Operations Specialist

Role Overview

The Sales Operations Specialist partners closely with sales leadership, business development representatives, customer service, and marketing to manage lead flow, improve prospecting efforts, support strategic initiatives, and enhance overall sales performance.

What You Will Do

Serve as the primary subject matter expert for CSI’s CRM platform, maintaining data accuracy, integrity, governance, workflows, dashboards, reports, permissions, documentation, training, and user adoption. Support sales representatives with system administration, prospecting resources, process guidance, onboarding, documentation, standard operating procedures, and special sales initiatives.

Why It Might Be a Fit

The ideal candidate will have 2+ years of experience in Sales Operations, Business Development, CRM Administration, or Sales Support, with experience with CRM systems, particularly Dynamics 365, and strong analytical and problem-solving capabilities.

Requirements

• High school diploma required; college credits desired; technical/mechanical emphasis preferred.
• 2+ years of experience in Sales Operations, Business Development, CRM Administration, or Sales Support.
• Experience with CRM systems required; Dynamics 365 preferred.
• Strong organization and communication skills.
• Advanced proficiency with Microsoft Office Suite, particularly Excel.
• Experience with ZoomInfo or similar sales intelligence platforms.
• Experience building dashboards and reports within Power BI.
• Understanding of B2B sales processes and pipeline management.
• CRM implementation or administration experience.
• Experience supporting multiple sales representatives or commercial teams.

Benefits

• Health and wellness benefits
• Paid time off
• Retirement planning options
• Tuition reimbursement and continuing education support
• Opportunities for internal career advancement
• Company lunches, team events, and community volunteer opportunities